Financial planning conversations may involve retirement, a dream lake cabin or those long-awaited home remodels. However, a critical and often overlooked aspect of planning is the topic of legacy.
A long-time partner of Innovia Foundation, Troy Braga has been serving local clients for years as the Senior Vice President and Resident Director at Merrill Lynch in Coeur d’Alene. Troy invests time into understanding his clients’ values, interests and what truly matters to them. More often than not, these conversations reveal a passion for charitable support that’s as significant as their enthusiasm for a dream real estate purchase or leaving gifts behind for the next generation. Guiding clients to think strategically about their estate and charitable giving is one of Troy’s most fulfilling responsibilities.
“For a trusted family advisor, staying attuned to market trends is crucial, as is understanding clients’ philanthropic goals and the available resources,” says Troy. “With the right guidance, clients are thrilled to realize what they can accomplish when introduced to the right resources, such as those Innovia provides.”
"With the right guidance, clients are thrilled to realize what they can accomplish when introduced to the right resources, such as those Innovia provides."
About Troy Braga
Troy Braga is the Senior Vice President and Resident Director at Merrill Lynch in Coeur d’Alene. He is a Southern Idaho native with a degree in Finance and Human Resources Management from the University of Idaho and an MBA from Washington State University. After fourteen years in corporate finance, which included four years as a Controller for Innovia Foundation, he made a career change into Personal Wealth Management. Troy joined Merrill Lynch in 2014, and was recently recognized on the Forbes’ Best-In-State Advisors list, coming in at #6 for the state of Idaho. Outside of work, Troy enjoys spending time with his wife, three kids, their two dogs and anything outdoors that involves running, biking and fishing.
